CunninghamLegal – California Estate Planning

Developing an Estate Plan customized to your needs and family dynamics is important. Our Living Trust attorneys’ personalized approach to estate planning protects your assets for generations to come.

CALIFORNIA ESTATE PLANNINGTrustAdministration

Carrying out the wishes and asset allocation within a Living Trust upon death is complex and emotional. Our knowledgeable and caring Living Trust attorneys will navigate this process with you. We also handle full probate representation, if needed.

TRUST ADMINISTRATIONAdvancedTax Planning

We offer a savvy tax planning service for high net-worth families, designed to preserve wealth now and for generations to come. Our legal experts build tax protection structures using specialty Trusts, LLCs, PRPs, FLPs, and other sophisticated tools.

ADVANCED TAX PLANNINGAt CunninghamLegal, we guide savvy, caring families in the protection and transfer of multi-generational wealth.

Our team of California Living Trust attorneys takes a highly personal approach to Estate Planning. We devote time and effort to fully understanding your assets, your personal goals, and the concerns you have for passing assets on to your loved ones; then we design a customized plan just for you. In our extensive practice we also provide trust administration, probate representation, tax planning, asset protection strategies, and much more.

CunninghamLegal maintains 12 offices throughout Northern and Southern California, with superb estate planning attorneys located in Auburn, Folsom, Napa, Oakland, Roseville, Sacramento, San Ramon, Santa Rosa, Huntington Beach, Pasadena, Westlake Village, and Woodland Hills. Our legal services are also available over phone and videoconference.

Please contact us to learn more about how we can protect you and your loved ones.

Conner ClemonsManaging Attorney, Estate Planning, Southern California

GET SAVVY! FREE LEGAL WEBINARS & VIDEOS

CunninghamLegal invites you to attend our free, live legal webinars, where we present vital topics in Estate Planning, Finance, Tax Planning, Long-Term Care, Trust Administration, and more. Always, you can ask your own questions and get quick answers from our attorneys and prestigious guest speakers. We also create a wide variety of short informational videos. Please consider subscribing for updates.

The team at CunninghamLegal was beyond helpful. They worked diligently to keep me informed. The attention to detail and the amount of depth put into this Trust was beyond what I could have hoped for.  I always felt cared for and educated.

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Our Trust prepared by CunninghamLegal was perfect to meet the needs of myself and my three sons. Thank you to all for your guidance and professional advice.

Jim is the rare combination of a brilliant, innovative estate lawyer who communicates in way that business leaders and their spouses understand.

Jim and his team were easy to work with.  Jim laid out our plan in very understandable terms and guided us through the estate planning process.  We had a tight time table and Jim delivered.

Thank you very much for all of your help and professionalism! Thank you for helping us honor our father’s hard work and diligence.

After two frustrating times trying to put a family trust together only to be burned out with lawyer talk and competency of advice I found CunninghamLegal. Jim and his staff made my wife and I very comfortable with the process, advised us well and delivered a great Trust quicker than I thought possible. I am the first to recommend Cunningham Legal and have done so a few times since having our Family Trust completed.

We appreciate the personal connection, knowledge, experience and welcoming atmosphere. We like that everything is explained to us so we fully understand the process.

We appreciate your talents and expertise in crafting a Trust that protects our assets and serves in the best interests of our blended family.

Rachelle, we cannot tell you how much your help and guidance has meant to us! Your calm reassurance keeps us centered at a time when the world seems completely unknowable. Thank you!

It is rare when a business meeting goes completely right in all respects. This happened with the preparation and presentation of our trust. This was possible because of Rebecca Good. It is an exceptional team member that can be totally professional while at the same time being personable and enjoyable. You can also sense that she is genuine and sincere. Congratulations to the person responsible for hiring her.

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Candace is very informative! CunninghamLegal is super supportive of the neighborhood and responsive during these tough times.

As for the staff at CunninghamLegal, their professional conduct, their willingness to ensure complete understanding and their encouragement to ask questions really goes a long way. We never felt rushed and always felt our best interest was paramount. I’m not sure you can measure a legal experience on a “fun meter”, but we actually had some lighthearted enjoyment and a touch of laughter.

I left your office with extreme confidence with your services. Everyone I dealt with was knowledgeable, patient and understanding with dealing with an inexperienced client like me. Thank you!

Everyone in the office is most gracious and pleasant. They made my son and I feel comfortable and welcome. At times a living trust is a hard subject to discuss, both emotional and technical.  Everyone made it easy and comfortable. Thank you.

We both felt at ease and comfortable meeting with Jim C. at his Menlo Park office. He took the time to clearly explain the reason for our living trust update. The experience was positive and reassuring. His office assistants were accommodating and professional.

We appreciate the fact that all of our questions and concerns were answered and explanations given. Thanks for helping us with our trust. We definitely feel that our minds are at peace. Thank you.

My husband and I have discussed a trust for years and after attending a class, we decided it was time to prepare for the future. CunninghamLegal was thorough and patient in explaining the process. They made it painless to complete. It feels good to have financial peace of mind for ourselves, and for our loved ones.

I appreciate the professional help I received from Deb and everyone associated with CunninghamLegal. They were patient with me, answered all of my questions in ways I could understand and were reasonable with their fees. They are the only firm I would consider to help me protect and pass on my assets as I desire.

Great service. I enjoyed meeting all of the nice people in the office and working with them.

My experience with CunninghamLegal to update my trust was extremely satisfactory. The personnel were courteous, knowledgeable, highly thorough and efficient. I would not hesitate to recommend CunninghamLegal!

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We felt our issues were heard and we received knowledgeable and professional responses. It has been a good experience and the outcome is…what we had put off doing for years!

Everyone has been efficient, informed, helpful, and above all, patient! All in all, an excellent experience.

I was nervous about working with a new company to update my current trust and estate planning documents. However, with CunninghamLegal I am impressed with every member of the team–who made me feel at ease, not only with the legal terminology but with understanding the final decisions as they affect loved ones. Thank you CL for the time, care, and patience!

READ OUR BESTSELLING BOOKWhat you need to know before you talk to the right lawyer

In this no-nonsense guide, Living Trust attorney James L. Cunningham, Jr. shows how to avoid the top ten mistakes that could damage your financial succession, family, heirs, and legacy.

Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it.

How to Choose the Best California Living Trust Attorney

You Need a California Estate Planning Specialist Firm with Longevity to Protect Your Legacy for Your Loved Ones  

How should you go about choosing the best estate lawyer to craft your Living Trust?

For starters, you need an attorney with specific expertise in California estate planning law. Lots of lawyers do estate plans on the side, and any lawyer can list themselves as “Estate Attorney, California.” But in this rapidly-changing field, part-time just doesn’t work. The laws and tax strategies evolve too quickly, and mistakes can be catastrophic, decades down the line.

For example, the stunning changes brought by California Prop 19 made it far too easy to lose your family home tax caps under Prop 13. In your estate plans, you can accidentally  undercut the SSI benefits of a loved one, or fail to properly leverage retirement accounts in your Estate Plan.

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